Institutional Consulting Analyst

Morgan Stanley•Lake Oswego, OR

About The Position

Institutional Consulting Analysts provide exceptional service to clients and support Institutional Consulting Directors (ICDs) and their teams as integral members of the Graystone Team. The role focuses on assisting with digital marketing, portfolio holdings and proposal tools, financial planning, reporting, and analysis. Analysts are also responsible for technical policy and standards, presentation materials, and performance measurement for technically advanced accounts. The position supports client service and business development by helping deliver the team’s service model, preparing for client meetings, tracking follow-ups, assisting with client and prospect reports or financial plans, conducting research using firm-approved systems, and participating in meetings and marketing activities. It may also provide backup for traditional Client Service Associate responsibilities when requested. The position reports to the Business Service Officer. Applicants must be legally authorized to work in the United States and must not require current or future employment visa sponsorship.

Requirements

At least 5 years of experience in a field relevant to the position.
Active Series 7 (GS) and Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA).
Knowledge of financial services products and services, including measuring performance of institutional clients’ portfolios.
Technical proficiency and the ability to quickly learn new and updated platforms.
Detail orientation, strong organizational skills, and the ability to prioritize.
Expert knowledge of basic personal computers, MS Office (particularly MS Excel), and internet applications.
Exceptional writing, interpersonal, and client service skills.
Strong time management skills.
Ability to collaborate with others as a team player.
Ability to work in a fast-paced, evolving environment.
Adaptability and ability to multitask.
Goal-oriented, self-motivated, and results-driven approach.
Legally authorized to work in the United States without requiring current or future employment visa sponsorship.

Nice To Haves

Four-year college degree or professional certification.
Willingness to obtain the Certified Investment Management Analyst (CIMA) or Chartered Financial Analyst (CFA) designation.

Responsibilities

Support a Graystone team in delivering its client service model, including preparing for regular meetings and tracking follow-ups.
Provide backup coverage for traditional registered or unregistered Client Service Associate responsibilities when requested, including executing money movement transactions, answering general non-investment account questions, educating or enrolling clients in digital tools, and accepting or entering unsolicited orders or entering solicited orders in a clerical capacity.
Remain current on policies, procedures, and new platforms.
Contribute to client and account presentations with updates and information on investment managers.
Execute administrative elements of digital and in-person marketing strategies at the direction of the ICD or team, including conferences, seminars, webinars, websites, social media, and regular email connectivity.
Prepare and review institutional client reports or financial plans from firm-approved systems for existing or prospective clients when requested.
Assist with research using firm-approved systems when requested.
Participate in existing client or prospective client meetings at the request of the ICD or team, representing the service perspective.
Participate in firm initiatives, such as training or education programs, special projects, and other duties directed by local management.